Schroders
Emerging Markets: Resilience Amid Global Fragility
Schroders' June outlook, led by Abdallah Guezour, argues that emerging market debt continues to offer attractive opportunities despite an increasingly complex global environment.
EM debt remains supported by stronger fiscal and external bal...
2026-06-12
2026-06-12
UBS Asset Management
Alternative Assets Face Another Stress Test
UBS Asset Management's latest Red Thread publication assesses how alternative investments are performing in a world of elevated uncertainty and shifting macro conditions.
Private markets and infrastructure continue to demonstrate resilience...
2026-06-10
Amundi Asset Managers
Retirement Investing Enters a New Phase
This report from the Amundi Investment Institute explores how lifecycle investing is evolving through dynamic glidepaths, AI-enabled personalisation, and greater integration of private assets into retirement portfolios.
• Lifecycle strategies...
2026-06-10
Allianz Global Investors
Short-Dated Credit Regains Appeal as Duration Risks Persist
The featured report by David Newman examines why short-dated credit and trade finance may offer attractive risk-adjusted income in a volatile rates environment.
Front-end USD and GBP yields remain competitive relative to longer maturities, allo...
2026-06-10
ING Bank
Hungary’s Inflation Surprise Reshapes Rate-Cut Expectations
The ING analysis examines how unexpectedly weak Hungarian inflation data could materially alter the National Bank of Hungary’s policy path in the coming months.
Headline inflation slowed to 1.8% year-on-year in May, below both ING and mar...
2026-06-10
State Street Investment Management
Strong Labor Data Pushes Global Rate-Cut Expectations Further Out
State Street Investment Management’s latest Weekly Economic Perspectives note assesses how resilient labor markets, uneven growth, and persistent inflation pressures are reshaping expectations for central bank policy across major economies....
2026-06-09
Morgan Stanley
European Private Credit Still Benefits From Structural Scarcity
Morgan Stanley argues that despite rising skepticism, European private credit continues to retain its “all-weather” characteristics due to persistent financing gaps, constrained bank lending, and resilient illiquidity premiums. ...
2026-06-09
NatWest Group
Geopolitical Tensions Deepen the UK’s Stagflation Challenge
NatWest’s latest “Britonomics” report examines how rising geopolitical tensions, energy shocks, and persistent inflation pressures are complicating the UK’s economic outlook.
UK firms are signaling stagflationary conditi...
2026-06-09
Nuveen
AI Markets Shift From Spending to Profitability
Nuveen’s Global Investment Committee, led by CIO Saira Malik, outlines how resilient U.S. economic data, persistent inflation pressures, and the next phase of AI investment are reshaping equity leadership and investor positioning.
Strong...
2026-06-08
Franklin Templeton Investments
Higher-Growth, Higher-Inflation World Ahead
Franklin Templeton’s global investment survey argues that markets are underestimating both economic resilience and the persistence of structurally elevated inflation into 2026.
The firm expects U.S. GDP growth of 2.5% in 2026, above...
